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Mclaughlin Ryder Investments, Inc.

Mclaughlin Ryder Investments, Inc.. CRD 147529

Mclaughlin Ryder Investments, Inc. logo

CRD: 147529

Mclaughlin Ryder Investments, Inc.

Alexandria, VA, 22314
7036849222
www.mclaughlinryder.com
$522.1M Total AUM
$2.5M Disc. AUM
8.7% 3Y CAGR
3 Employees
503 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
Focus beaconOak +more
Established Date
12-01-2008
Office Locations
1

Office Locations

1421 Prince Street Suite 200 Alexandria VA

About Mclaughlin Ryder Investments, Inc.

McLaughlin Ryder Investments is a full-service investment advisory firm serving both individuals and institutions with investment planning and ongoing portfolio guidance. The team emphasizes ethical, high-touch service and long-term goal-based strategy, using diversified asset allocation across vehicles such as ETFs and mutual funds. Client account access is supported via the NetXInvestor portal; led by President & CEO Shawn P. McLaughlin.

Team overview

-- AVG AGE
$261.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Glacier

Client Personas

Pioneer

Custodian

Delta summit

Investment Themes

Eagle capital Meridian prime Vector pioneer

Investment Vehicles

Zenith Element fusion Frontier

Services

Meridian capital Pathway Unison frontier Frontier Radial Signal momentum Ember Focus catalyst

Technology

Vital delta Focus Ridge ember

Owner & Executives

C

Catherine Cucharale

Chief Compliance Officer

CRD
#3054881
Ownership
Less than 5%
(784) 797-9524
insight.legacy@quantumcapital.com
in linkedin.com/in/momentum-meridian
SHAWN PATRICK MCLAUGHLIN

SHAWN PATRICK MCLAUGHLIN

Chief Compliance Officer, Chief Executive Officer, Managing Member, President

CRD
#1232710
Ownership
Less than 5%
(884) 274-4976
pathway.quantum@ridgecapital.com
in linkedin.com/in/peak-pathway
F

Fusion signal

Pathway quantum crest

CRD
#59027
Ownership
45.1%
(706) 538-9800
element.ember@summitcapital.com
in linkedin.com/in/alpha-fusion

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Contacts

M

MICHELLE GLICKLIN

Compliance Officer, Vice President

CRD
#2613260
(669) 491-5724
catalyst.wave@eaglecapital.com
in linkedin.com/in/matrix-north
Jacobson P Truex

Jacobson P Truex

Financial Advisor, Vice President

CRD
#6838035
(201) 803-6676
delta.timber@beaconcapital.com
in linkedin.com/in/meridian-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-29-2022
03-24-2023
11-27-2024
03-06-2025
03-04-2026
Category Assets AVG. Account size
Discretionary $2,518,014 $629,504
Non-Discretionary $519,573,188 $665,267
Total $522,091,202 $665,084

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Separately Managed Accounts

Total SMA Asset: $522,091,202

$522.1M Total SMA
Public Funds:
49.0%
Equity - Exchange:
14.7%
Cash:
36.3%
Asset class Assets Assets %
Public Funds $3,330,141,147 49.0%
Equity - Exchange $999,042,344 14.7%
Cash $2,467,022,932 36.3%
Total $6,796,206,423 100.0%

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